Can a special needs trust pay for services related to establishing medical power of attorney?
Navigating the complexities of special needs trusts and permissible expenses requires careful consideration, and the question of whether a special …
Point Loma Estate Planning Law
Can a testamentary trust include ethical or moral guidelines?
Testamentary trusts, created within a will and taking effect after death, are remarkably flexible legal tools, extending beyond simply dictating …
How do state-specific inheritance tax exemptions impact testamentary trusts?
Testamentary trusts, created within a will, are powerful estate planning tools, but their effectiveness is significantly influenced by state-specific inheritance …
Can I limit how inherited funds are used?
Yes, you absolutely can limit how inherited funds are used, and it’s a surprisingly common concern for many of my …
How do I include online accounts and passwords in my trust plan?
The digital age has fundamentally changed estate planning, creating a new layer of assets that require thoughtful consideration – our …
Can I establish a bypass trust that transforms into a private foundation upon termination?
The question of whether a bypass trust can seamlessly transition into a private foundation upon its termination is a complex …
Can I ensure my child’s inheritance doesn’t affect their student aid eligibility?
Planning for your child’s future often involves both securing their financial well-being and ensuring they have the resources to pursue …
Can I ensure continuity of business leadership through estate terms?
The question of maintaining business leadership through estate planning is a critical one for many business owners, particularly in San …
Can I enable collaborative trust budgeting by multiple branches?
The question of enabling collaborative trust budgeting across multiple branches of a financial institution or trust company is increasingly relevant …
Can I embed climate-conscious investing in my estate structure?
The growing awareness of climate change is influencing not only daily life but also long-term financial planning, and increasingly, estate …